AdviserStream Basic

About AdviserStream Basic

35 Hours of Structured CPD

Access to 30 blended learning modules across 5 series, covering a range of financial planning subjects, providing 35 hours structured CPD (including 28 IDD hours).

Advanced Level

35 Hours of Structured CPD

Built to mirror the intellectual depth and breadth of RQF Level 6. This makes our content ideal for Chartered Financial Planners and Senior Managers (SMF 3, 16, and 17).

Easy CPD Admin

35 Hours of Structured CPD

Easy CPD Admin

Download and edit your CPD record whenever you like, and upload it to your back office system, professional body, or SPS provider.

Why Our Content is Different

Most CPD focuses on basic investment, tax, pensions, and protection technical theory. Most experienced Advisers click through it just to get to the multiple-choice test that they can quickly ace.

Chartered Financial Planners and Senior Managers already have high levels of technical knowledge, and understand that real advice is not based on formulas and rulebooks. Real advice lives in conversations, in trust, and in human behaviour.

With AdviserStream, Chartered Financial Planners and Senior Managers can explore real stories that shaped our industry. Build deeper understanding of regulation, ethics, and trust. Earn structured CPD hours while actually enjoying the process. And develop the mindset of an Adviser who can see beyond the numbers.

Whether you’re here to build confidence, sharpen your judgement, or future-proof your practice, AdviserStream is your edge.

Free Episodes

Too Big to Fail (Provider Selection/Due Diligence)

History repeats. And banks count on it.

Through real financial crises, from Continental Illinois National Bank and Trust Company in 1984 to Silicon Valley Bank in 2023, this module explores moral hazard, institutional trust, and the uncomfortable question: who really pays when “too big to fail” fails?

Money Launderers (Compliance/Regulation)

Real methods. Real consequences.

Financial advisers are on the frontline in the fight against dirty money. This episode explores the mechanics of modern money laundering, how criminals integrate illicit funds into the financial system, where advisers can inadvertently become conduits, and how to apply anti-money-laundering rules in practice. Real cases, real methods, and real consequences.

Understanding Crypto: The Basics (Technical)

No jargon. No hype. Just clarity.

We’ll explore how blockchain replaces trust with mathematics, how mining keeps the system honest, and why digital scarcity has become so valuable... And so controversial. From proof of work to the carbon cost of every transaction, this episode translates the language of technology into the language of ethics. Because before we can debate what crypto means for finance, we need to understand what it is.